Avoiding M&A Post-Closing Disputes: Prevention Over Cure

Instructor: Bill Wiersema, Audit Principal, Miller Cooper

Post-closing disputes in M&A transactions can be costly and stressful, often leading to breakdowns in deals and dissatisfied clients. This executive education course, designed for brokers, investment bankers, transaction advisory specialists, and other professionals, focuses on practical strategies to prevent these disputes before they occur. By expanding on the Debt and Working Capital section of Financial Due Diligence (CM&AA #7), the course provides expert advice on building protections into purchase agreements, ensuring smoother transitions and happier clients. Participants will gain valuable insights into common dispute triggers, best practices for due diligence, and the importance of clear contractual language. Additionally, the course offers actionable tools and templates, real-world case studies, and an interactive Q&A session with industry experts. This class is essential for professionals looking to enhance their client relationships, boost their reputation, and drive more referrals by mastering the art of dispute prevention in M&A transactions.

Key objectives from the class include:

• Spot and Avoid Disputes: Learn how to identify and tackle common issues that could lead to post-closing disputes in M&A deals.
• Sharpen Due Diligence Skills: Get better at financial due diligence, especially with debt and working capital, to prevent surprises down the road.
• Draft Clear Contracts: Discover how to write clear contracts that everyone understands, reducing the chances of misunderstandings.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.